Phyllis Ashby Graham

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Edward Jones
  St Louis, MO
• 02/2010 → 12/2024
  Jcb Inc
  Pooler, GA
• 01/2025 → 05/2025
  Unemployed
  Rincon, GA

Other Businesses

BAEHR Solutions LLC Type of business: Real estate Rincon, GA Start date: 9/11/2024 Owner Hours per week: 0 Hours during trading: 0 LLC intended for potential future rental property activities.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-20

Other Names

• Phyllis A Graham